Capitol Securities Management
47yrs
Top advisor by experience in Tampa
20yrs
Douglas Mitchell
Financial advisor at J.P. Morgan Securities
Douglas Mitchell is a fiduciary financial advisor in Tampa, Florida, with 20 years in the industry. After six years at Merrill, Douglas joined J.P. Morgan Securities in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?Top 20% by experience at J.P. Morgan Securities
Office4915 Independence Parkway, Tampa, FL 33634
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- 2020 – 2026MerrillPreviously
Contact Douglas
4915 Independence ParkwayTampa, FL 33634Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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Questions to ask Douglas
Tailored to Douglas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Douglas
How do I contact Douglas?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Douglas Mitchell. Douglas works from the Tampa, FL office.
How long has Douglas been a financial advisor?
Douglas has been in the industry since 2007, about 20 years. Top 20% by experience at J.P. Morgan Securities.
What licenses does Douglas hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Douglas a fiduciary?
Douglas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Douglas paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Douglas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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